November 20, 1995
TO: DIRECT MARKETING COMMITTEE No. 53-95
INDUSTRY STATISTICS COMMITTEE No. 27-95
MARKETING POLICY COMMITTEE No. 59-95
PUBLIC INFORMATION COMMITTEE No. 44-95
RESEARCH COMMITTEE No. 45-95
SALES FORCE MARKETING COMMITTEE No. 57-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 44-95
RE: Joint Winter Committee Meetings - Notice #2
______________________________________________________________________________
Attached is the schedule of events for the joint meetings of the Institute’s marketing and
research-related committees to be held at the Sonesta Beach Hotel Key Biscayne, Florida on
January 15 - 18, 1996. Most of the committee meetings are open to observers from other
committees, unless otherwise noted on the schedule.
We are pleased to announce that Don Phillips, Morningstar, and John Markese, American
Association of Individual Investors, will participate with Sandy West on a panel to discuss
issues related to risk disclosure to shareholders. In addition, John Shoven, Dean of Stanford’s
School of Humanities and Sciences, will discuss the Social Security problem and possible
solutions which could benefit our industry in the future.
All attendees are invited to attend the joint sessions on Tuesday, January 16, and Wednesday,
January 17. Registered spouses and guests are welcome at the evening cruise on the Lady
Windridge yacht and beach party/clam bake activities.
Hotel and registration information was sent to you in an earlier notice dated
September 20, 1995. Please contact Beth Simons at (202) 326-5968 if you have not registered
for these meetings and wish to attend. Hotel rooms are limited. Please call the Sonesta Beach
Hotel Key Biscayne directly at (305) 361-2021 to reserve your room. Please mention that you
are attending the ICI meeting to secure the $175.00 conference rate. Hotel reservation cut off
date is December 15, 1995.
James R. Swinney
Senior Vice President - Management
Enclosures:
1. Schedule
2. Registration Sheet